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Teradata Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $0.770 |
| EPS actual | $0.88 |
| EPS Surprise | 14.29% |
| Revenue estimate | 430.097M |
| Revenue actual | 444M |
| Revenue Surprise | 3.23% |
| Release date | Feb 10, 2026 |
| EPS estimate | $0.550 |
| EPS actual | $0.740 |
| EPS Surprise | 34.55% |
| Revenue estimate | 400.507M |
| Revenue actual | 421M |
| Revenue Surprise | 5.12% |
| Release date | Nov 04, 2025 |
| EPS estimate | $0.530 |
| EPS actual | $0.720 |
| EPS Surprise | 35.85% |
| Revenue estimate | 399.493M |
| Revenue actual | 416M |
| Revenue Surprise | 4.13% |
| Release date | Aug 05, 2025 |
| EPS estimate | $0.410 |
| EPS actual | $0.470 |
| EPS Surprise | 14.63% |
| Revenue estimate | 411.455M |
| Revenue actual | 408M |
| Revenue Surprise | -0.84% |
Last 4 Quarters for Teradata
Below you can see how TDC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 05, 2025 |
| Price on release | $20.23 |
| EPS estimate | $0.410 |
| EPS actual | $0.470 |
| EPS surprise | 14.63% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $21.65 |
| Jul 31, 2025 | $20.93 |
| Aug 01, 2025 | $20.11 |
| Aug 04, 2025 | $20.36 |
| Aug 05, 2025 | $20.23 |
| Aug 06, 2025 | $21.84 |
| Aug 07, 2025 | $20.80 |
| Aug 08, 2025 | $20.53 |
| Aug 11, 2025 | $20.16 |
| 4 days before | -6.56% |
| 4 days after | -0.346% |
| On release day | 7.96% |
| Change in period | -6.88% |
| Release date | Nov 04, 2025 |
| Price on release | $20.71 |
| EPS estimate | $0.530 |
| EPS actual | $0.720 |
| EPS surprise | 35.85% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $21.04 |
| Oct 30, 2025 | $20.89 |
| Oct 31, 2025 | $20.85 |
| Nov 03, 2025 | $21.59 |
| Nov 04, 2025 | $20.71 |
| Nov 05, 2025 | $27.46 |
| Nov 06, 2025 | $28.30 |
| Nov 07, 2025 | $27.60 |
| Nov 10, 2025 | $27.93 |
| 4 days before | -1.57% |
| 4 days after | 34.86% |
| On release day | 32.59% |
| Change in period | 32.75% |
| Release date | Feb 10, 2026 |
| Price on release | $29.23 |
| EPS estimate | $0.550 |
| EPS actual | $0.740 |
| EPS surprise | 34.55% |
| Date | Price |
|---|---|
| Feb 04, 2026 | $27.14 |
| Feb 05, 2026 | $26.75 |
| Feb 06, 2026 | $27.47 |
| Feb 09, 2026 | $28.29 |
| Feb 10, 2026 | $29.23 |
| Feb 11, 2026 | $37.88 |
| Feb 12, 2026 | $33.54 |
| Feb 13, 2026 | $33.56 |
| Feb 17, 2026 | $32.60 |
| 4 days before | 7.70% |
| 4 days after | 11.53% |
| On release day | 29.59% |
| Change in period | 20.12% |
| Release date | May 05, 2026 |
| Price on release | $30.08 |
| EPS estimate | $0.770 |
| EPS actual | $0.88 |
| EPS surprise | 14.29% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $26.27 |
| Apr 30, 2026 | $26.35 |
| May 01, 2026 | $27.96 |
| May 04, 2026 | $29.32 |
| May 05, 2026 | $30.08 |
| May 06, 2026 | $30.28 |
| May 07, 2026 | $29.63 |
| May 08, 2026 | $31.59 |
| May 11, 2026 | $32.31 |
| 4 days before | 14.50% |
| 4 days after | 7.41% |
| On release day | 0.665% |
| Change in period | 22.99% |
Teradata Earnings Call Transcript Summary of Q1 2026
Teradata reported a strong start to FY2026 with broad product and financial momentum. Key financials: total revenue $444M (+6% YoY), recurring revenue $400M (+12% YoY), non-GAAP EPS $0.88 (up >30% YoY), total ARR +3% and cloud ARR +13% (Q1). Gross margins and operating margin expanded materially (recurring revenue gross margin 70%; operating margin 27.3%). The quarter was materially aided by an SAP settlement (gross $480M; pretax net $359M), which improved cash and GAAP EPS; adjusted free cash flow (excluding settlement items) was $31M in Q1 and management raised FY26 adjusted FCF guidance to $320–$340M (excluding the after-tax $302M benefit from the SAP settlement). The company ended Q1 with $816M cash and returned to a net cash position of $269M. Management reiterated FY26 targets and expects to be toward the high end of its EPS range ($2.55–$2.65). Q2 guidance is more moderate: recurring revenue -2% to flat, total revenue -4% to -2%, and non-GAAP EPS $0.53–$0.57.
On strategy and product: Teradata is positioning as an AI-led, hybrid (on‑prem + cloud) analytics platform focused on getting enterprises from pilot to production ("Agentic AI"). Management highlighted new and upcoming product innovations (MCP server, Agentic framework and agent stack, enterprise vector store enhancements), partnerships with Microsoft and Google (including air-gapped GDC support), and traction in regulated industries (financial services, healthcare, government) where sovereign/air‑gapped AI demand is strong. Services (forward-deployed AI teams) are ramping to help customers operationalize AI, though near-term P&L impact is limited.
Key operational notes and risks for investors: strong retention and expansion-led demand, particularly for hybrid and sovereign AI use cases; hardware/memory price dynamics could create FY2027 margin pressure and are being monitored; Q2 recurring growth is expected to be impacted by upfront revenue seasonality and FX; management plans to use proceeds partly to deleverage and to fund share buybacks (Q1 repurchases ~$34M).
